MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.68M
3
+$4.35M
4
JPM icon
JPMorgan Chase
JPM
+$3.53M
5
NOC icon
Northrop Grumman
NOC
+$2.73M

Top Sells

1
+$16.5M
2
+$6.2M
3
+$5.39M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$4.23M
5
UNP icon
Union Pacific
UNP
+$3.91M

Sector Composition

1 Technology 15.92%
2 Financials 10.07%
3 Healthcare 9.56%
4 Consumer Discretionary 8.87%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$905K 0.06%
64,065
+63,217
202
$902K 0.06%
+6,747
203
$893K 0.06%
15,480
204
$884K 0.06%
11,063
+2,988
205
$869K 0.06%
7,205
+610
206
$853K 0.06%
9,541
-2,361
207
$821K 0.05%
5,777
+1,167
208
$821K 0.05%
16,625
-125,482
209
$808K 0.05%
4,477
+152
210
$762K 0.05%
3,323
-98
211
$750K 0.05%
10,707
+1,259
212
$703K 0.05%
7,709
+961
213
$697K 0.04%
13,779
-652
214
$696K 0.04%
8,000
-1,000
215
$669K 0.04%
7,312
-801
216
$646K 0.04%
17,201
+2,123
217
$638K 0.04%
4,264
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218
$635K 0.04%
23,674
+5,954
219
$632K 0.04%
+28,446
220
$631K 0.04%
12,588
+12,080
221
$625K 0.04%
6,707
+4,820
222
$620K 0.04%
672
-60
223
$619K 0.04%
+28,595
224
$615K 0.04%
19,001
+297
225
$614K 0.04%
74,100
+6,700
7 8
9
10 11